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Re: Dewd post# 716

Tuesday, 01/23/2018 4:29:47 PM

Tuesday, January 23, 2018 4:29:47 PM

Post# of 3433
I think we both agree that there will be economies of scale as companies ramp up their production, but the problem is that the lowest cost/gram isn't close to $2.50/gram, and I don't see how anyone gets it that low, no one was even close. I guess we'll see how it goes. I'm going to have to do some addt'l research into other companies and their fixed vs variable costs, margins, distribution models etc. Until then, I'm going to assume the company's #'s are close. I may call IR as well to see what information they're able to provide me as well.

What I do know is that they will have substantially more grams/yr than any of their competitors at substantially better margins, so with Aurora trading at a market cap of $5.4 billion barely having produced anything yet themselves, CBW is extremely undervalued trading at about 1/10th the market cap, so if I get a mere 10 bagger, I'll be OK with that too, but I continue to believe it will be much much more than that.